Arkema Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Arkema de 41.9% y 3% por año respectivamente. Se prevé que el BPA crezca en un 42.7% al año. Se espera que la rentabilidad financiera sea de 7.5% en 3 años.
Información clave
41.9%
Tasa de crecimiento de los beneficios
42.68%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Chemicals | 10.9% |
| Tasa de crecimiento de los ingresos | 3.0% |
| Rentabilidad financiera futura | 7.48% |
| Cobertura de analistas | Good |
| Última actualización | 07 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • Apr 30
AKE: Battery Materials Expansion Will Support Future Rerating Potential
Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.
Actualización del análisis • Apr 15
AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential
Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.Actualización del análisis • Apr 01
AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory
Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.
Actualización del análisis • Mar 18
AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating
Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.Actualización del análisis • Mar 04
AKE: Battery Materials Expansion And Decarbonization Efforts Will Support Future Rerating
Our analyst price target for Arkema shifts from €65.06 to €61.88 as analysts factor in recent downgrades and lower external price targets, along with updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Arkema has been mixed, with both upgrades and downgrades sitting alongside reduced price targets.Actualización del análisis • Feb 17
AKE: Battery Materials And Specialty Polymers Will Support Re Rating
Arkema's analyst price target has shifted from €85.00 to €80.00, as analysts factor in slightly softer assumptions on revenue growth, profit margins and future P/E, even as recent research updates include both an upgrade and a separate €5 adjustment to targets. Analyst Commentary Recent research on Arkema sends a mixed but broadly constructive signal, with the latest changes in price targets and ratings pointing to a more nuanced view of the company’s risk and reward profile.Artículo de análisis • Feb 13
After Leaping 26% Arkema S.A. (EPA:AKE) Shares Are Not Flying Under The Radar
The Arkema S.A. ( EPA:AKE ) share price has done very well over the last month, posting an excellent gain of 26%. Not...Actualización del análisis • Feb 03
AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk
Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.Actualización del análisis • Jan 20
AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk
Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.Actualización del análisis • Jan 06
AKE: Battery Materials Push Will Support Re Rating Despite Sector Downgrade
Analysts have trimmed their fair value estimate for Arkema to €85 from €95. This reflects lower assumed revenue growth, a slightly softer profit margin profile, a higher discount rate and more conservative future P/E expectations following recent cuts to Street price targets and a sector downgrade.Actualización del análisis • Dec 21
AKE: Battery Materials Push Will Confront Tougher Sector Backdrop Ahead
The analyst fair value estimate for Arkema has been reduced from EUR 56 to EUR 47 as analysts factor in a higher discount rate, weaker revenue growth expectations, softer profit margins, and a sector wide shift toward more favored industrial gases and specialty distributors. Analyst Commentary Recent Street research reflects a more cautious stance on Arkema, with several bearish analysts trimming price targets and, in at least one case, reducing their rating.Actualización del análisis • Dec 07
AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade
Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.Actualización del análisis • Nov 23
AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions
Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.Artículo de análisis • Nov 16
There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings
Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...Artículo de análisis • Nov 12
Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target
Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...Actualización del análisis • Nov 06
AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside
The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.Actualización del análisis • Oct 23
Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives
Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.Actualización del análisis • Oct 09
New Capacity And R&D Focus Will Accelerate Renewable Transition
Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.Actualización del análisis • Sep 25
New Capacity And R&D Focus Will Accelerate Renewable Transition
Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.Artículo de análisis • Aug 27
Is It Too Late To Consider Buying Arkema S.A. (EPA:AKE)?
While Arkema S.A. ( EPA:AKE ) might not have the largest market cap around , it received a lot of attention from a...Artículo de análisis • Aug 06
Arkema S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arkema S.A. ( EPA:AKE ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €58.65...Artículo de análisis • Jul 27
These 4 Measures Indicate That Arkema (EPA:AKE) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jul 05
Potential Upside For Arkema S.A. (EPA:AKE) Not Without Risk
There wouldn't be many who think Arkema S.A.'s ( EPA:AKE ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...Artículo de análisis • May 23
Arkema (EPA:AKE) Is Increasing Its Dividend To €3.60
Arkema S.A. ( EPA:AKE ) will increase its dividend from last year's comparable payment on the 28th of May to €3.60...Artículo de análisis • May 10
Arkema S.A. Just Missed EPS By 78%: Here's What Analysts Think Will Happen Next
Last week saw the newest quarterly earnings release from Arkema S.A. ( EPA:AKE ), an important milestone in the...
Nuevo análisis • Dec 05
Specialty Materials And Renewable Energy Initiatives Ignite Earnings Growth And Margin Expansion
Strategic projects and acquisitions aim to enhance Arkema's earnings growth and stability, leveraging mega trends in energy and healthcare.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 9,683 | 334 | 434 | 986 | 12 |
| 12/31/2027 | 9,377 | 326 | 368 | 926 | 15 |
| 12/31/2026 | 9,188 | 213 | 351 | 908 | 9 |
| 3/31/2026 | 8,869 | 17 | 385 | 1,007 | N/A |
| 12/31/2025 | 9,068 | 39 | 361 | 997 | N/A |
| 9/30/2025 | 9,236 | 127 | 285 | 980 | N/A |
| 6/30/2025 | 9,443 | 210 | 285 | 1,016 | N/A |
| 3/31/2025 | 9,584 | 308 | 308 | 1,058 | N/A |
| 12/31/2024 | 9,544 | 338 | 360 | 1,121 | N/A |
| 9/30/2024 | 9,493 | 346 | 472 | 1,176 | N/A |
| 6/30/2024 | 9,425 | 342 | 556 | 1,235 | N/A |
| 3/31/2024 | 9,331 | 349 | 570 | 1,214 | N/A |
| 12/31/2023 | 9,514 | 402 | 638 | 1,272 | N/A |
| 9/30/2023 | 9,799 | 393 | 583 | 1,267 | N/A |
| 6/30/2023 | 10,445 | 503 | 688 | 1,382 | N/A |
| 3/31/2023 | 11,187 | 752 | 805 | 1,489 | N/A |
| 12/31/2022 | 11,550 | 949 | 789 | 1,496 | N/A |
| 9/30/2022 | 11,543 | 1,050 | 656 | 1,347 | N/A |
| 6/30/2022 | 10,969 | 1,073 | 298 | 1,013 | N/A |
| 3/31/2022 | 10,180 | 1,498 | 166 | 914 | N/A |
| 12/31/2021 | 9,519 | 1,293 | 152 | 915 | N/A |
| 9/30/2021 | 9,004 | 1,212 | 193 | 905 | N/A |
| 6/30/2021 | 8,515 | 1,057 | 457 | 1,132 | N/A |
| 3/31/2021 | 8,022 | 350 | 523 | 1,163 | N/A |
| 12/31/2020 | 7,884 | 304 | 510 | 1,115 | N/A |
| 9/30/2020 | 7,952 | 312 | 680 | 1,288 | N/A |
| 6/30/2020 | 8,259 | 365 | 615 | 1,232 | N/A |
| 3/31/2020 | 8,611 | 422 | 543 | 1,161 | N/A |
| 12/31/2019 | 8,738 | 491 | N/A | 1,300 | N/A |
| 9/30/2019 | 8,892 | 561 | N/A | 1,247 | N/A |
| 6/30/2019 | 8,843 | 590 | N/A | 1,263 | N/A |
| 3/31/2019 | 8,859 | 633 | N/A | 1,201 | N/A |
| 12/31/2018 | 8,816 | 674 | N/A | 1,029 | N/A |
| 9/30/2018 | 8,566 | 685 | N/A | 961 | N/A |
| 6/30/2018 | 8,418 | 653 | N/A | 943 | N/A |
| 3/31/2018 | 8,346 | 594 | N/A | 1,005 | N/A |
| 12/31/2017 | 8,326 | 543 | N/A | 1,008 | N/A |
| 9/30/2017 | 8,221 | 492 | N/A | 904 | N/A |
| 6/30/2017 | 8,040 | 446 | N/A | 877 | N/A |
| 3/31/2017 | 7,794 | 433 | N/A | 833 | N/A |
| 12/31/2016 | 7,535 | 394 | N/A | 821 | N/A |
| 9/30/2016 | 7,443 | 390 | N/A | 955 | N/A |
| 6/30/2016 | 7,551 | 355 | N/A | 863 | N/A |
| 3/31/2016 | 7,705 | 341 | N/A | 885 | N/A |
| 12/31/2015 | 7,683 | 285 | N/A | 858 | N/A |
| 9/30/2015 | 7,354 | 263 | N/A | 640 | N/A |
| 6/30/2015 | 6,886 | 226 | N/A | 587 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (41.9% al año) de AKE es superior a la tasa de ahorro (2.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (41.9% al año) de AKE crezcan más rápidamente que el mercado French (12.2% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de AKE crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (3% al año) de AKE crezcan más despacio que el mercado de French (5.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3% al año) de AKE crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de AKE sea baja dentro de 3 años (7.5%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 02:47 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arkema S.A. está cubierta por 33 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Gaurav Jain | Barclays |
| Katie Richards | Barclays |
| James Stewart | Barclays |